See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $377,319 | $89,355+322.3% | $141,162+167.3% | $72,985+417.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.95% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $3,591 | $3,114+15.3% | $4,735-24.2% | $2,440+47.2% |
| Participant deferral / active EE | $7,931 | $5,418+46.4% | $6,709+18.2% | $3,607+119.9% |
| Admin fee / account holder | $54,906 | $5,958+821.5% | $10,261+435.1% | $5,124+971.5% |